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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, NY 80111 | Recordkeeping Fees | $194,849 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,255 | $122,219+160.4% | $147,096+116.4% | $199,921+59.2% |
| Participation rate | 91.7% | 78.3%+13.4pp | 82.2%+9.5pp | 72.0%+19.7pp |
| Annual return | 16.26% | 30.59%-14.3pp | 419.75%-403.5pp | 34.28%-18.0pp |
| Employer contribution / active EE | $5,571 | $4,096+36.0% | $4,936+12.9% | $3,035+83.5% |
| Participant deferral / active EE | $15,217 | $8,503+79.0% | $8,071+88.5% | $5,089+199.1% |
| Admin fee / account holder | $42 | $179-76.4% | $13,005-99.7% | $269-84.3% |